video1.0<iframe src="https://www.loom.com/embed/7aaa26768cd24356bfd192bda8e64857" frameborder="0" width="1280" height="960" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9601280Loomhttps://www.loom.com9601280https://cdn.loom.com/sessions/thumbnails/7aaa26768cd24356bfd192bda8e64857-52b683d92fb7324b.gif467.199In this video, I guide you through setting up Medicare Pro CRM settings on the Client Portal and what the client would fill out. I demonstrate how to send out client portal links, collect necessary client information, and manage medication details. Action requested: Learn how to streamline client interactions and data entry for enhanced CRM utilization. NOTE: At 3:37 of the video, where I added notes to the client portal, I never hit Update so that is why the notes did not carry over into the CRM. For other videos go here: https://www.transitionhealthbenefits.com/medicareprocrm-quo Feel free to complete my links below, please at the end under the notes add "testing CRM" When you complete the links I will get the SOA and Consent forms automatically. Here is my Portal Link for ACA clients: https://www.medicareproapp.com/agent/client/auth?pid=297 note spouses are considered a dependent. Here is my Medicare Portal Link: https://www.medicareproapp.com/agent/client/auth?pid=299